Our Fees
Assets Under Management
As fiduciaries, we are legally and ethically bound to work in your best interest. We focus on the thing that matters most - advice.
AUM fees typically range between 1% and 1.25%.
Flat Fee
In this case, a client still needs advice, but they may not have a large enough asset base to support it.
Flat fees typically begin at $3,000+.
Project-Based
Sometimes clients only need help with a few questions or require assistance for a set time period.
Project-based fees vary. Please schedule a Fit Assessment to determine the right model.